摩根大通最新研报维持西方石油公司（NYSE:OXY）"中性"投资评级，目标价保持不变。该决议于北京时间7月16日03:32（美东时间7月15日15:32）正式发布，标志着这家能源巨头在经历近期油价波动后仍获主流投行中性展望。分析师在报告中指出，尽管二季度页岩油产量超预期，但债务结构调整进度与碳中和转型成本仍是制约评级上调的关键因素。当前市场环境下，该机构认为西方石油估值处于合理区间，既未显现显著上行空间，亦无重大下行风险。
此次评级维持发生在原油期货价格连续三周回调之际，反映投行对传统能源企业采取审慎观望策略。值得关注的是，西方石油碳捕捉项目商业化进程与二季度财报披露的资本开支计划，将成为影响后续评级变动的核心观测指标。
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